Organizations and Entitlements

Entitlements and organizations are key concepts for managing access and collaboration in
FactoryTalk® Optix™
. This chapter provides essential context and links to resources that help you understand how organizational roles and entitlements affect licensing, user management, and project sharing.

FactoryTalk® Hub™
 Organizations

To learn more about
FactoryTalk® Hub™
 Organizations, see the following link and related subchapters:
TIP: See the
FactoryTalk® Optix Studio™
 online manual to learn more about Organizations and entitlements management.

FactoryTalk® Optix Studio™
 Pro entitlement

To learn more about the
FactoryTalk® Optix Studio™
 Pro entitlement, see the following link and related subchapters:

FactoryTalk® Optix Studio™
 Runtime entitlements

To learn more about the
FactoryTalk® Optix Studio™
 Runtime entitlements, see the following link and related subchapters:

Organizations and Entitlements management scenarios

This section outlines common partner types and licensing approaches in
FactoryTalk® Optix Studio™
, with a focus on organizational setup and entitlement allocation.
See some key terms used in the specific scenarios linked below are:
  • OEM (Original Equipment Manufacturer)
    : Builds and resells machines, such as packaging systems, to end users. Typically uses OptixPanel™ or PanelView Plus for secure, low-maintenance HMIs.
  • SI (System Integrator)
    : Delivers turnkey automation solutions, often using PCs for HMIs to integrate with external software, cloud services, and databases.
  • License Rental Model
    : OEM retains ownership of the machine and software, renting it to End Users under a support contract. Enables ARR (Annual Recurring Revenue) through subscriptions or long-term service agreements.
  • ARR (Annual Recurring Revenue)
    : A business model based on recurring payments, such as subscriptions or annual support contracts.
The scenarios linked below illustrate how organizations can be rented, owned, or managed by different stakeholders, and include recommendations for each case.
The following cases outline several scenarios based on who creates, owns, and manages the
FactoryTalk® Hub™
 Organization during the allocation of
FactoryTalk® Optix™
 Runtime entitlements.
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